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Trytry, I am still here.
Can I put the deposit down for my Range Rover yet DoY?
https://logikdevelopments.com/
"another developer’s shed site can become a cutting edge waste to energy scheme,"
9th May collaboration agreement signed with Logic to develop projects together in the north of England and the rest of the UK (and Northern Ireland perhaps)
"· The Parties have already identified five project opportunities for joint pursuit. The first, the Deeside RDF Project, is already under development (as announced on 8 December 2020), with four additional projects subject to preliminary due diligence."
7 days previous ex director Gerry Madden sold most of his shares. Was there a conversation about a shed? (Newry Biomass Limited)
Absoulte finger in the air science and pure speculation I might add =)
More "constructive criticism" from tenpins this morning, I see.
You're as predictable as a house tour.
Are you paid for you work on this board TP?
Emergency sale lol, rightttttt
JBER went from selling to buying. All that remains is WINS @ 1.35 ask. If GM doesn't book us in an emergency sale now, I think an ask of 1.4 in the course of the day is more likely than the way in the direction of 1p
Basically range trading now since early June. Very little change in real terms since then. September isn't far away now.
No negativity whatsoever. Let the sp and lack of news do the talking which is exactly what it is doing. Cheers
Are you still here Banana? I've not seen you around for a while!
Tenpins = tiny*****
@tenpins - nothing in your last post is a fact....
I see no substance in any of your posts, merely just negativity. Let it go, life's too short to be bitter and twisted.
Morning 1noise hi, agree with regards two fingers in air sounding harsh and unjustified also enjoy a bit of to n frow in the sense its healthy to question our investments from all angles.
Ciau
Ok back to harder facts, no RNS today and we are creeping slowly but surely to 1p. Anyone got any predictions to how soon we will reach this in case of no news? Thank you
Darfphart,
Bit harsh was Rishi - I don't recall reading any " finger in the air offering fantasy thoughts"
I have put some money in about 6 months ago because I think DP is making things happen and are ahead of anyone else in the field at the present time. Good enough for me.
Hi RecyclingRishi, I was enjoying your too n frow with Aandi till you got irrated with him for want of a better word.
He rarely over reaches his knowledge in imo but we all can on occasion, as you saw he did quickly reserch more and you can't ask more than that maybe.
I hope you do post if you wish Rish.
All good in the hood . : )
Whike I'm hear and to save writing another MSG on TP can we all just ignore it, there will always be one and mute or not doesn't fully help. Everyone just don't comment there's no need, should a worthy comment be made then of course reply.
Silence the topic surely THE most effective method.
Peace
Anaerobic digestion of food will be done by Eqtec also, at Southport it will be injected back into the grid.
https://f.hubspotusercontent40.net/hubfs/4944195/Newhurst/Newhurst%20Energy%20Recovery%20Facility%20-%20Website%20FAQs%20-%20V2.3.pdf
That Newhurst plant is a dirty 1800’s technology incinerator!! Eqtec are 69% more efficient with less residual ash and less co2 and nox!!
Check out how they answer the question about carbon capture in the Q&A!!
This company Biffa just get worse and worse!
I’m just questioning their margins is all. Anaerobic digestion of food, great. Recycling waste, also great. (Until they ship nasties abroad and get caught) They clearly don’t have great margins or they would have upscale their energy output from 60MW over 25 or more years. I was hasty in my reply at first without checking out a little about what they actually do, I apologise for that. But it sounds like they maybe have legacy issues. At 5% margin and £450m they will be paying that off for a while. They just don’t look like they have the potential for explosive growth, CAGR forecast probably in the single digits at best.
Take the oil and gas industry, some companies are stuck in the past. Others like ostred totally transform their business model and turn green.
Well said Rishi!
aandi - When you say they don't have a Billingham - Are you referring to the wasteland at Haverton Hill? I drive past it often.
Biffa do have Newhurst ongoing though, they control the feedstock - https://www.youtube.com/watch?v=pGxB-YFdr9U&t=124s
You didn't mention the energy also generated by food waste by anaerobic digestion to which Biffa also control the feedstock.
Look I wont be replying to anymore of your messages because you haven't got a clue, furthermore talk with your finger in the air offering your fantasy thoughts.
Biffa revenue £1B. Profit margin 5%. Debts around £450m
Eqtec profit margin is forecast at 20%
530 million kWh electricity produced per annum.
(60MW per day or 1,452kwh)
Biffa pioneered the development of landfill gas capture and power generation over 25 years ago. Landfill gas is acquired by extracting methane from landfill sites to use in energy production.
They didn't grow very fast over 25 years. Obviously don't have a Billingham...
We have planning permission in place for around 40MW electricity output (plus heat sales plus gate fees for the waste)
aandi - So Biffa R+E (Resource and Energy) Don't sell energy? Are you sure about that?
What about Enphase ennergy, enph, revenue 20220 $750m, 2021 forecast about $1.2B
Market cap $25B so market cap is 20x forecast revenue.